customer engagement strategies
[Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions.
"There are clear trends that advisors need to embrace if they wish to stay relevant and competitive." - Brad Swineheart, White Glove
"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA
[There has been a quantum leap in the art and science behind client and prospect engagement in financial services.
[Technology is not all monolithic systems and end-to-end platforms with an all or nothing value proposition.
"Marketing and sales teams have a vital, superhero role to play to help the firm keep ahead of competitive pressures." - Steven Lewis, MarketBridge
"We learned how we can truly engage with our clients at a deeper level than just their financial matters." - Russ Schultz, Schultz Financial Group
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
'Ironically, there is a hefty amount of thought and teamwork that needs to happen behind the scenes in order to create a simple user experience." - Evan Kramer, CEO White Glove
Sign Up for Your Free Innovation Newsletter